Hong Kong Stock Movement: BAMA TEA's revenue and net profit both decline, stock price plummets 15%

HK Stock Movers Tracker
2025.11.06 06:07
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BAMA TEA fell 15.00%; China Feihe rose 1.65%, with a transaction volume of HKD 242 million; Mengniu Dairy rose 1.56%, with a transaction volume of HKD 163 million; Master Kong Holdings rose 0.25%, with a transaction volume of HKD 128 million; Haitian Flavoring and Food fell 1.54%, with a market value of HKD 187.6 billion

Hong Kong Stock Movement

BAMA TEA fell 15%. Based on recent key news:

  1. On November 6, BAMA TEA released its third-quarter report showing a decline in both revenue and net profit, leading to a loss of market confidence and a significant drop in stock price. Source: Soochow Securities Co., Ltd.

  2. On November 4, market attention to high-end brand perception increased, but it failed to offset the negative impact of declining performance. Source: Soochow Securities Co., Ltd.

  3. Recent fluctuations in market demand for high-end gifts have affected BAMA TEA's market performance. Source: Soochow Securities Co., Ltd. Fluctuations in high-end gift demand have increased market risks.

Stocks with High Trading Volume in the Industry

China Feihe rose 1.65%. Based on recent key news:

  1. On November 3, China Feihe announced the repurchase of 4.634 million shares, spending HKD 19.5428 million, with a repurchase price of HKD 4.20-4.22 per share. This move boosted market confidence in the company's stock, driving the price up.

  2. On November 5, China Feihe repurchased another 5.216 million shares, costing HKD 22.0752 million, with a repurchase price of HKD 4.20-4.25 per share. The continuous repurchase actions demonstrate the company's confidence in its own value, further supporting the stock price.

  3. On November 6, China Feihe announced the subscription of a financial product from Shanghai Pudong Development Bank worth RMB 500 million using idle funds, with an expected annual yield of 2.6%. This move reflects the company's proactive strategy in fund management, which may positively impact investor confidence. The food processing industry has shown stable performance recently, with significant capital inflows.

Mengniu Dairy rose 1.56%. Based on recent key news:

  1. On November 3, Mengniu Dairy spent HKD 2.8454 million to repurchase 200,000 shares. This move reflects the company's confidence in its own stock, driving the price up. Source: Zhitong Finance

  2. On November 3, JD Logistics and Mengniu Dairy announced the full launch of their warehouse network layout and integrated operation cooperation in the Central China region. This cooperation enhances supply chain efficiency and boosts market confidence in Mengniu Dairy. Source: Guandian.com

  3. On November 5, Mengniu Dairy repurchased another 1 million shares, involving approximately HKD 14.1 million. The continuous repurchase actions further solidify investor confidence in the company's future development. Source: Zhitong Finance. The dairy industry is experiencing supply chain upgrades, with fluctuations in market share.

Master Kong Holdings rose 0.25%. Based on recent key news:

  1. On November 5, Goldman Sachs released a research report, giving Master Kong Holdings a "Buy" rating with a target price of HKD 12.7. Goldman Sachs conducted a non-deal roadshow with Master Kong's management, expecting the profit target for fiscal year 2025 to be achievable, mainly due to pricing base effects, favorable cost conditions, efficiency improvements, and strict promotional management. Master Kong's stock price rose 4.31%, with a trading volume of HKD 327 million. Source: Zhitong Finance

  2. On November 5, Master Kong Holdings rebounded after opening lower in the morning, at one point rising 4.3%. Goldman Sachs pointed out that despite weak beverage business, the profit target is still expected to be achieved, mainly due to favorable cost conditions and efficiency improvements Source: Zhitong Finance

On November 6, Master Kong Holdings' closing price broke through the 5-day moving average, indicating market confidence in its future performance. Source: Zhitong Finance The beverage industry is facing cost pressures, and profit improvement.

Stocks ranked at the top of the industry by market capitalization

Haitian Flavoring Industry fell 1.54%. Based on recent news,

On November 4, Haitian Flavoring Industry released its Q3 2025 report, showing that the company's main revenue in the first three quarters increased by 6.02% year-on-year, and net profit attributable to the parent company increased by 10.54% year-on-year. Despite the performance growth, the market has concerns about its future internationalization layout, leading to a decline in stock price.

On November 4, margin trading data showed that Haitian Flavoring Industry had a net outflow of financing of 2.1363 million yuan in the past three months, with a decrease in financing balance and a net inflow of 2.7443 million yuan in securities lending, resulting in an increase in securities lending balance. The change in capital flow reflects insufficient market confidence in this stock, further depressing the stock price.

On November 4, institutional ratings showed that in the past 90 days, a total of 33 institutions provided ratings, with 24 buy ratings and 9 hold ratings. Despite the relatively positive ratings, the market reaction was tepid, and the stock price still fell. The overall performance of the seasoning industry remains stable, and the internationalization layout still needs observation